WLGYX Mutual Fund

WLGYX Mutual Fund

NAV$40.30
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Returns Overview

1 Month
+2.66%
3 Months
+3.90%
6 Months
+4.18%
YTD
+1.63%
1 Year
+3.44%
3 Years (annualized)
+13.68%
5 Years (annualized)
+8.76%
10 Years (annualized)
+15.56%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would WLGYX have held up?
🦠COVID-19 Crash33 days
Market peak to trough during pandemic sell-off
Run Analysis
📈2022 Rate Hikes9 months
Fed aggressive rate hiking cycle bear market
PROUpgrade to run
📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
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🏦SVB / Banking Crisis5 days
Regional banking contagion fears
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Russell 1000 Growth Index(^RLG)
This Mutual Fund (YTD)
+1.63%
Peer Avg (YTD)
+6.23%
vs Peers
-4.60%

WLGYX Mutual Fund Performance

WLGYX performance across multiple time periods: 1-month 2.66%, YTD 1.63%, 1-year 3.44%, 3-year 13.68%, 5-year 8.76%, 10-year 15.56%.

WLGYX returns trail the peer average of 6.23% YTD. With an expense ratio of 0.89%, investors should weigh costs against performance when evaluating this mutual fund.

WLGYX vs another fund shows side-by-side returns. WLGYX alternatives are available in the Mutual Fund Screener.